Guides

Practical guides for using Claude, ChatGPT and other AI assistants with your own bank data.

• How to connect ChatGPT to your bank account

  Step-by-step: add a read-only bank connector to ChatGPT with Developer mode and MCP, then ask about your real spending, balances and subscriptions.

• How to connect Claude to your bank account

  Add a read-only bank connector to Claude in a few minutes. Link accounts through Plaid, paste a server URL and token, then ask about your real spending.

• Is it safe to connect your bank account to an AI assistant?

  What an AI assistant can and cannot do with a read-only bank connector, how credentials and tokens are protected, and the risks that remain.

• AI prompts for personal finance, budgeting and spending analysis

  Copy-ready prompts for Claude and ChatGPT that analyze your real bank transactions: spending breakdowns, subscriptions, budgets and savings plans.

• What is a personal finance MCP server?

  A plain-English explanation of MCP servers for personal finance: how they let Claude and ChatGPT read your bank data, and what to look for before using one.

• How to find your recurring subscriptions with AI

  Use Claude or ChatGPT on your real transactions to list every subscription, total the monthly cost, and spot price increases you missed.

• How to build a budget with AI from your real transactions

  Let Claude or ChatGPT build a realistic monthly budget from what you actually spent, not what you wish you spent. Prompts and steps included.